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Sowell Financial Services’s Medpace MEDP Stock Holding History

Sowell Financial Services’s Portfolio MEDP Stock Details MEDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-407
Closed -$209K – 1153
2025
Q3 		$209K Buy
+407
New +$178K 0.01% 988
2021
Q2 		– Sell
-23
Closed -$4K – 1837
2021
Q1 		$4K Hold
23
– – ﹤0.01% 2672
2020
Q4 		$3K Buy
23
+14
+156% +$1.76K ﹤0.01% 2400
2020
Q3 		$1K Hold
9
– – ﹤0.01% 2400
2020
Q2 		$1K Hold
9
– – ﹤0.01% 2335
2020
Q1 		$1K Hold
9
– – ﹤0.01% 2277
2019
Q4 		$1K Hold
9
– – ﹤0.01% 2374
2019
Q3 		$1K Buy
+9
New +$680 ﹤0.01% 2268

Other funds holding MEDP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Sowell Financial Services's MEDP Position: Q4 2025 in Review

Sowell Financial Services sold out of Medpace (MEDP) in Q4 2025, closing a stake of 407 shares — an estimated $209K sold.

Sowell Financial Services first reported a position in MEDP in Q3 2019 and held it in 8 quarters. The position peaked at $209K in Q3 2025. 787 funds tracked by Wall St. Rank hold MEDP as of Q4 2025.

  • Sowell Financial Services reported no remaining Medpace position as of Q4 2025 after selling out during the quarter.
  • Sowell Financial Services sold 407 Medpace shares in Q4 2025, an estimated $209K.
  • Sowell Financial Services first reported a position in Medpace in Q3 2019 and held it in 8 quarters.
  • Sowell Financial Services's Medpace position peaked at $209K in Q3 2025.
  • 787 funds tracked by Wall St. Rank held Medpace as of Q4 2025.

Based on Sowell Financial Services's 13F filing for Q4 2025, filed 21 Jan 2026.